Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Redtail Readies New Atlanta Headquarters, Boosts Hiring
By Michael S. FischerThe CRM provider will add 30 staff positions in 2018, more than doubling its customer service team.
April 03, 2018
ScratchWorks Unites Fintech and RIA FundingFive advisory firms take a critical look at entrepreneurial ideas presented to them in a "Shark Tank" format, and the industry gains as a result
April 03, 2018
Volatility and Tech Platforms — Like Oil and Water?With the return of market ups and downs, advisors and firms need to review how their technology is performing.
April 03, 2018
SEC Halts 'Crypto Debit Card' ICO Touted by Floyd MayweatherThe co-founders created fake executives and falsely told investors their card was backed by MasterCard and Visa, the SEC says.
April 02, 2018
First Ascent Bets Big on $500 Flat-Fee PortfoliosCEO Scott MacKillop tells ThinkAdvisor how he took a page from robos to try and beat them at their own game.
April 02, 2018
FINRA Warns of Data Aggregation DangersWhile data aggregators can offer investors the convenience of a single snapshot of multiple financial accounts, they can also present cybersecurity,…
April 02, 2018
Shareholders Service Group Adds Riskalyze for Its RIA ClientsSSG's RIA clients will gain access to Riskalyze's automated account platform.
March 29, 2018
Lincoln Financial Aims to 'Fully Digitize' Financial Planning: ExecPresident David Berkowitz explains why the firm is updating its 2017 platform and working on a 2019 rollout that will include a robo offering.